Franklin Resources [BEN] vs Ameriprise [AMP] Detailed Stock Comparison

Franklin Resources

Ameriprise
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Franklin Resources wins in 8 metrics, Ameriprise wins in 10 metrics, with 0 ties. Ameriprise appears stronger overall.
View Metrics Details
Vital Metrics Comparison
Metric | Franklin Resources | Ameriprise | Better |
---|---|---|---|
P/E Ratio (TTM) | 35.83 | 17.70 | Ameriprise |
Price-to-Book Ratio | 1.05 | 8.08 | Franklin Resources |
Debt-to-Equity Ratio | 24.12 | 53.93 | Franklin Resources |
PEG Ratio | 9.51 | 13.48 | Franklin Resources |
EV/EBITDA | 10.04 | N/A | N/A |
Profit Margin (TTM) | 4.65% | 17.74% | Ameriprise |
Operating Margin (TTM) | 9.98% | 36.30% | Ameriprise |
EBITDA Margin (TTM) | 9.98% | 36.30% | Ameriprise |
Return on Equity | 2.80% | 58.24% | Ameriprise |
Return on Assets (TTM) | 2.22% | 2.20% | Franklin Resources |
Free Cash Flow (TTM) | $794.20M | $6.42B | Ameriprise |
Dividend Yield | 5.58% | 0.88% | Franklin Resources |
1-Year Return | 15.27% | -1.73% | Franklin Resources |
Price-to-Sales Ratio (TTM) | 1.49 | 2.70 | Franklin Resources |
Enterprise Value | $16.73B | $44.38B | Ameriprise |
EV/Revenue Ratio | 1.92 | 2.44 | Franklin Resources |
Gross Profit Margin (TTM) | 78.88% | N/A | N/A |
Revenue per Share (TTM) | $17 | $184 | Ameriprise |
Earnings per Share (Diluted) | $0.69 | $29.42 | Ameriprise |
Beta (Stock Volatility) | 1.47 | 1.22 | Ameriprise |
Franklin Resources vs Ameriprise Stock Performance Analysis
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Performance Comparison
Short-term Returns
Stock | 1D | 1W | 1M | 3M | 6M | YTD |
---|---|---|---|---|---|---|
Franklin Resources | -2.61% | -0.81% | -6.83% | -5.58% | 37.40% | 15.09% |
Ameriprise | 0.37% | -1.16% | 0.28% | -7.94% | 15.39% | -6.82% |
Long-term Returns
Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
---|---|---|---|---|---|---|
Franklin Resources | 15.27% | 6.77% | -1.32% | -39.75% | -40.26% | -13.83% |
Ameriprise | -1.73% | 91.50% | 190.56% | 342.60% | 889.00% | 1,424.58% |
News Based Sentiment: Franklin Resources vs Ameriprise
Franklin Resources
News based Sentiment: MIXED
October presented a mixed bag for Franklin Resources, with strategic acquisitions and partnerships offset by net outflows and a stock price decline. The company is clearly positioning itself for growth in alternative investments and digital assets, but faces ongoing challenges in managing investor flows and market sentiment.
Ameriprise
News based Sentiment: MIXED
October brought a blend of positive financial results and cautious analyst perspectives for Ameriprise. While Q2 earnings were strong and the company continues to attract advisors, downgrades, insider selling, and shifting institutional ownership create uncertainty. This mixed picture warrants a cautious, yet optimistic, outlook for investors.
Performance & Financial Health Analysis: Franklin Resources vs Ameriprise
Metric | BEN | AMP |
---|---|---|
Market Information | ||
Market Cap | $12.99B | $49.15B |
Market Cap Category | Large cap | Large cap |
10 Day Avg. Volume | 3,465,810 | 422,795 |
90 Day Avg. Volume | 3,926,753 | 460,865 |
Last Close | $23.18 | $493.81 |
52 Week Range | $16.25 - $26.08 | $396.14 - $582.05 |
% from 52W High | -11.12% | -15.16% |
All-Time High | $59.43 (Dec 08, 2014) | $582.05 (Jan 27, 2025) |
% from All-Time High | -61.00% | -15.16% |
Growth Metrics | ||
Quarterly Revenue Growth | -0.02% | 0.02% |
Quarterly Earnings Growth | 0.22% | 0.28% |
Financial Health | ||
Profit Margin (TTM) | 0.05% | 0.18% |
Operating Margin (TTM) | 0.10% | 0.36% |
Return on Equity (TTM) | 0.03% | 0.58% |
Debt to Equity (MRQ) | 24.12 | 53.93 |
Cash & Liquidity | ||
Book Value per Share (MRQ) | $23.50 | $64.43 |
Cash per Share (MRQ) | $5.24 | $84.34 |
Operating Cash Flow (TTM) | $891.30M | $2.72B |
Levered Free Cash Flow (TTM) | $-97,662,496 | $3.40B |
Dividends | ||
Last 12-Month Dividend Yield | 5.58% | 0.88% |
Last 12-Month Dividend | $1.26 | $4.44 |
Valuation & Enterprise Metrics Analysis: Franklin Resources vs Ameriprise
Metric | BEN | AMP |
---|---|---|
Price Ratios | ||
P/E Ratio (TTM) | 35.83 | 17.70 |
Forward P/E | 9.51 | 13.48 |
PEG Ratio | 9.51 | 13.48 |
Price to Sales (TTM) | 1.49 | 2.70 |
Price to Book (MRQ) | 1.05 | 8.08 |
Market Capitalization | ||
Market Capitalization | $12.99B | $49.15B |
Enterprise Value | $16.73B | $44.38B |
Enterprise Value Metrics | ||
Enterprise to Revenue | 1.92 | 2.44 |
Enterprise to EBITDA | 10.04 | N/A |
Risk & Other Metrics | ||
Beta | 1.47 | 1.22 |
Book Value per Share (MRQ) | $23.50 | $64.43 |
Financial Statements Comparison: Franklin Resources vs Ameriprise
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
Metric (MRQ) | BEN | AMP |
---|---|---|
Revenue/Sales | $2.11B | $4.35B |
Cost of Goods Sold | $445.90M | N/A |
Gross Profit | $1.67B | N/A |
Research & Development | N/A | N/A |
Operating Income (EBIT) | $220.90M | N/A |
EBITDA | $400.40M | N/A |
Pre-Tax Income | $42.70M | $687.00M |
Income Tax | $31.10M | $104.00M |
Net Income (Profit) | $11.60M | $583.00M |
Balance Sheet & Liquidity Metrics (MRQ)
Metric (MRQ) | BEN | AMP |
---|---|---|
Cash & Equivalents | $3.54B | $7.97B |
Total Current Assets | $4.99B | N/A |
Total Current Liabilities | $1.26B | N/A |
Long-Term Debt | $13.19B | $5.98B |
Total Shareholders Equity | $15.18B | $5.43B |
Retained Earnings | $11.73B | $25.15B |
Property, Plant & Equipment | $1.77B | N/A |
Cash Flow Statement Comparison (MRQ)
Metric (MRQ) | BEN | AMP |
---|---|---|
Operating Cash Flow | $-38.60M | $1.06B |
Capital Expenditures | $-37.50M | $-36.00M |
Free Cash Flow | $-87.60M | $1.65B |
Debt Repayment | $-2.28B | $-331.00M |
Common Stock Repurchase | $-10.00M | $-730.00M |
Short Interest & Institutional Ownership Analysis
Metric | BEN | AMP |
---|---|---|
Shares Short | 18.85M | 1.69M |
Short Ratio | 4.71 | 3.59 |
Short % of Float | 0.09% | 0.02% |
Average Daily Volume (10 Day) | 3,465,810 | 422,795 |
Average Daily Volume (90 Day) | 3,926,753 | 460,865 |
Shares Outstanding | 523.60M | 96.17M |
Float Shares | 308.80M | 94.07M |
% Held by Insiders | 0.48% | 0.00% |
% Held by Institutions | 0.48% | 0.89% |
Dividend Analysis & Yield Comparison: Franklin Resources vs Ameriprise
Metric | BEN | AMP |
---|---|---|
Last 12-Month Dividend | $1.26 | $4.44 |
Last 12-Month Dividend Yield | 5.58% | 0.88% |
3-Year Avg Annual Dividend | $1.12 | $5.02 |
3-Year Avg Dividend Yield | 1.32% | 0.36% |
3-Year Total Dividends | $3.36 | $15.07 |
Ex-Dividend Date | Mar 31, 2025 | Feb 10, 2025 |